FERG Chief Strategy Officer Schlicher Jake Sells $686K of Stock

Jake Schlicher, the Chief Strategy Officer at Ferguson Enterprises Inc. (NYSE: FERG), sold 3,138 shares on October 12, 2026, for a total of $686,406.12. This transaction was planned, meaning it was likely arranged ahead of time.

Other Institutional Activity in Ferguson

Several other institutional investors have adjusted their positions in Ferguson. Blackrock Inc. reduced its holdings by 157,226 shares, ending with 11,489,134 shares worth about $2.66 billion. Vanguard Portfolio Management LLC also trimmed its stake, selling 24,740 shares for a total of 9,138,286 shares valued at approximately $2.12 billion. FMR, LLC cut its position by 287,205 shares, bringing its total to 7,559,923 shares worth around $1.75 billion. In contrast, Jupiter Topco LLC grew its holdings by 3,769,308 shares, ending with 7,538,616 shares valued at about $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson's stock is trading around $233.19. This price is about 14.2% below its 52-week high of $271.64 and 9.9% above its 52-week low of $212.13. It is currently above its 50-day moving average of $228.95 but below its 200-day average of $237.53.

Recent Earnings

Ferguson reported trailing twelve-month revenue of approximately $31.44 billion and an earnings per share (EPS) of $10.16. The next earnings report is scheduled for November 9, 2026.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Schlicher's sale, several other insiders sold shares on October 14 and 15, 2026. Robert Camposano Jr., a Senior VP, sold 201 shares at an average price of $220.63, totaling about $44,347. Graham Ian T., the Chief Legal Officer, sold 99 shares for approximately $21,842. Kevin Michael Murphy, the CEO, sold 685 shares valued at about $151,132. Camposano also sold another 185 shares at $224.50, valued at $41,533.

Analysts Set New Price Targets

On October 7, 2026, RBC Capital maintained its "Outperform" rating on Ferguson, adjusting its price target to $286.00 from $290.00. Earlier, on August 11, 2026, several firms, including UBS, Bernstein, and Barclays, also maintained their ratings and price targets, indicating a consensus that remains positive despite recent price fluctuations.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions to specialized professionals in the U.S. and Canada. The company offers a wide range of products, including plumbing supplies, HVAC systems, and lighting solutions. Schlicher's sale comes as the company prepares for its next earnings report, which could provide insight into its ongoing performance.

Bottom Line

Investors will be keeping an eye on Ferguson's upcoming earnings report on November 9, 2026, for more insights into its financial health. Schlicher's planned sale adds to recent insider activity, as several executives have also sold shares recently.